JPMorgan Chase & Co. shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 13k | 315.43 |
| 2025-06-30 | $3.7M | 13k | 289.91 |
| 2025-03-31 | $3.3M | 13k | 245.29 |
| 2024-12-31 | $3.4M | 14k | 239.70 |
| 2024-09-30 | $3.0M | 14k | 210.87 |
| 2024-06-30 | $2.9M | 14k | 202.26 |
| 2024-03-31 | $2.9M | 14k | 200.30 |
| 2023-12-31 | $2.5M | 15k | 170.10 |
| 2023-09-30 | $2.1M | 15k | 145.02 |
| 2023-06-30 | $2.2M | 15k | 145.44 |
| 2023-03-31 | $2.0M | 16k | 130.31 |
| 2022-12-31 | $2.1M | 16k | 134.10 |
| 2022-09-30 | $1.7M | 17k | 104.48 |
| 2022-06-30 | $1.9M | 17k | 112.59 |
| 2022-03-31 | $2.1M | 15k | 136.26 |
| 2021-12-31 | $2.2M | 14k | 158.34 |
| 2021-09-30 | $2.2M | 14k | 163.63 |
| 2021-06-30 | $2.1M | 14k | 155.50 |
| 2021-03-31 | $2.1M | 14k | 152.23 |
| 2020-12-31 | $1.9M | 15k | 127.08 |
| 2020-09-30 | $1.3M | 14k | 96.27 |
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